Resurgent Financial Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Resurgent Financial Advisors LLC reported 215 stock positions worth $198.8 million. Its top holding was Microsoft (MSFT) at 4.9% of the portfolio, followed by Apple (AAPL, 4.6%) and Berkshire Hathaway Class B (BRK.B, 2.9%). Compared with Q3 2025, it opened 22 new positions, sold out of 13, added to 90 and reduced 89. The biggest buy was iShares S&P 500 Value ETF (IVE, shares +39%) and the biggest sale Microsoft (MSFT, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001912339
- Portfolio Value
- $198.8M (Q4 2025)
- SEC Filing
- 0001912339-26-000001 ↗ filed Feb 12, 2026
Holdings Value
Holdings 215 stocks · $198.8M
| MSFT Microsoft Corp. | 4.93% | 20,265 | $9.8M | Reduce -9.3% |
| AAPL Apple Inc. | 4.55% | 33,293 | $9.1M | Reduce -11.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.91% | 11,523 | $5.8M | Reduce -5.4% |
| NVDA Nvidia Corp. | 2.87% | 30,616 | $5.7M | Reduce -3.4% |
| JPM JPMorgan Chase & Co. | 2.72% | 16,769 | $5.4M | Reduce -5.3% |
| GOOGL Alphabet Inc. Class A | 2.69% | 17,057 | $5.3M | Reduce -6.3% |
| VIG Vanguard Dividend Apprec ETF | 2.38% | 21,570 | $4.7M | Add +0.4% |
| AMZN Amazon.com Inc. | 1.89% | 16,301 | $3.8M | Reduce -2.3% |
| IWD iShares Russell 1000 Value E | 1.81% | 17,112 | $3.6M | Reduce -6.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.81% | 5,271 | $3.6M | Reduce -26.2% |
| WMT Walmart Inc. | 1.52% | 27,079 | $3.0M | Reduce -1.4% |
| FXE Invesco Currencyshares Euro | 1.28% | 23,464 | $2.5M | Add +2.0% |
| JNJ Johnson & Johnson | 1.27% | 12,239 | $2.5M | Add +4.3% |
| XOM Exxon Mobil Corp. | 1.27% | 20,950 | $2.5M | Add +12.6% |
| IVV iShares Core S&P 500 ETF | 1.25% | 3,638 | $2.5M | Reduce -2.5% |
| TPL Texas Pacific Land Corp. | 1.17% | 8,070 | $2.3M | No change |
| COP Conocophillips | 1.07% | 22,646 | $2.1M | Reduce -3.2% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.01% | 34,635 | $2.0M | Reduce -2.4% |
| SPHQ Invesco S&P 500 Quality ETF | 1.01% | 26,655 | $2.0M | Add +3.3% |
| USFR Wisdomtree Floating Rate Tre | 0.93% | 36,571 | $1.8M | Add +1.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.91% | 29,711 | $1.8M | Add +3.7% |
| CVX Chevron Corp. | 0.90% | 11,715 | $1.8M | Add +18.4% |
| AVGO Broadcom Inc. | 0.88% | 5,032 | $1.7M | Add +1.1% |
| DLN Wisdomtree US Largecap Divid | 0.87% | 19,698 | $1.7M | Reduce -0.4% |
| IVE iShares S&P 500 Value ETF | 0.87% | 8,137 | $1.7M | Add +39.0% |
| ETN Eaton Corp. PLC | 0.86% | 5,398 | $1.7M | Reduce -2.3% |
| IVW iShares S&P 500 Growth ETF | 0.84% | 13,547 | $1.7M | Add +2.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.82% | 34,969 | $1.6M | Add +0.4% |
| PWR Quanta Services Inc. | 0.81% | 3,833 | $1.6M | Reduce -10.7% |
| HD Home Depot Inc. | 0.79% | 4,572 | $1.6M | Reduce -31.0% |
| IJR iShares Core S&P Small-Cap E | 0.74% | 12,309 | $1.5M | Add +4.3% |
| DON Wisdomtree US Midcap Dividen | 0.73% | 28,187 | $1.5M | Reduce -3.0% |
| META Meta Platforms Inc. Class A | 0.68% | 2,042 | $1.3M | Reduce -5.5% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.67% | 31,237 | $1.3M | Add +9.2% |
| V Visa Inc. Class A | 0.64% | 3,641 | $1.3M | Reduce -2.3% |
| TSLA Tesla Inc. | 0.64% | 2,838 | $1.3M | Add +23.1% |
| NEE Nextera Energy Inc. | 0.63% | 15,579 | $1.3M | Reduce -3.7% |
| IBIT iShares Bitcoin Trust ETF | 0.63% | 25,130 | $1.2M | Reduce -26.8% |
| DHR Danaher Corp. | 0.61% | 5,331 | $1.2M | Add +12.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.60% | 14,809 | $1.2M | Add +9.7% |
| MO Altria Group Inc. | 0.59% | 20,274 | $1.2M | Add +46.0% |
| HOOD Robinhood Markets Inc. Class A | 0.59% | 10,331 | $1.2M | Reduce -4.5% |
| VIGI Vanguard Int Div App Indx FD | 0.57% | 12,483 | $1.1M | Add +1.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.56% | 5,291 | $1.1M | Add +1.4% |
| IEMG iShares Core MSCI Emerging | 0.55% | 16,359 | $1.1M | Add +5.3% |
| MS Morgan Stanley | 0.55% | 6,118 | $1.1M | Reduce -1.3% |
| PYLD PIMCO Multisector Bond Actv | 0.54% | 40,462 | $1.1M | Add +13.3% |
| SGOL Abrdn Physical Gold Shares | 0.54% | 26,073 | $1.1M | Add +24.6% |
| EFV iShares MSCI Eafe Value ETF | 0.52% | 14,532 | $1.0M | Reduce -15.7% |
| LLY Eli Lilly & Co. | 0.52% | 965 | $1.0M | Add +0.3% |
| MLPX Global X MLP & Energy Infras | 0.52% | 16,919 | $1.0M | Add +2.7% |
| MPC Marathon Petroleum Corp. | 0.51% | 6,226 | $1.0M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 3,007 | $1.0M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 0.50% | 1,162 | $1.0M | Reduce -5.7% |
| PFE Pfizer Inc. | 0.47% | 37,715 | $939K | Add +10.3% |
| SCHG Schwab US Large-Cap Growth | 0.46% | 28,177 | $919K | Add +5.6% |
| MA Mastercard Inc. Class A | 0.46% | 1,596 | $911K | Reduce -0.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.45% | 20,317 | $902K | Add +11.8% |
| AMGN Amgen Inc. | 0.45% | 2,724 | $892K | Add +16.4% |
| MBB iShares MBS ETF | 0.44% | 9,152 | $871K | Reduce -11.6% |
| CIBR First Trust Nasdaq Cybersecu | 0.43% | 12,099 | $864K | Reduce -0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.43% | 5,619 | $863K | Reduce -0.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.43% | 2,802 | $852K | Reduce -12.2% |
| MKL Markel Group Inc. | 0.43% | 395 | $849K | Reduce -5.7% |
| SPYI Neos S&P 500 High Income ETF | 0.43% | 16,121 | $847K | Add +18.5% |
| BOTZ Global X Robotics & Artifici | 0.42% | 23,269 | $843K | Reduce -2.9% |
| XLG Invesco S&P 500 Top 50 ETF | 0.42% | 14,144 | $838K | Add +8.5% |
| O Realty Income Corp. | 0.41% | 14,359 | $809K | Add +20.3% |
| IWM iShares Russell 2000 ETF | 0.41% | 3,276 | $806K | Reduce -23.4% |
| CLIP Global X 1-3 Month T-Bill | 0.40% | 8,037 | $805K | Add +33.5% |
| PFF iShares Preferred & Income S | 0.40% | 25,882 | $801K | Add +21.2% |
| CME Cme Group Inc. | 0.40% | 2,920 | $797K | Reduce -0.1% |
| UTES Virtus Reaves Utilities ETF | 0.39% | 9,869 | $779K | Add +18.7% |
| VZ Verizon Communications Inc. | 0.39% | 18,932 | $771K | Add +16.3% |
| CSCO Cisco Systems Inc. | 0.39% | 9,961 | $767K | Reduce -1.5% |
| SDIV Global X Superdividend ETF | 0.38% | 31,836 | $765K | Add +23.6% |
| PDI PIMCO Dynamic Income Fund | 0.38% | 43,071 | $763K | Add +25.3% |
| RYLD Global X Russell 2000 Cov Class | 0.38% | 49,762 | $761K | Add +22.6% |
| QUAL iShares MSCI USA Quality Fac | 0.37% | 3,719 | $739K | Reduce -44.9% |
| SCHZ Schwab US Aggregate Bond ETF | 0.37% | 31,164 | $728K | Reduce -2.8% |
| PG The Procter & Gamble Co. | 0.36% | 4,961 | $711K | Add +4.2% |
| JPIE JPMorgan Income ETF | 0.35% | 15,000 | $694K | Add +9.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 12,309 | $677K | Add +163.4% |
| ITOT iShares Core S&P Total U.S. | 0.34% | 4,489 | $667K | No change |
| CB Chubb Ltd. | 0.33% | 2,128 | $664K | Reduce -1.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.33% | 1,606 | $663K | Add +29.9% |
| MCO Moody's Corp. | 0.33% | 1,285 | $656K | Reduce -17.5% |
| KMI Kinder Morgan Inc. | 0.33% | 23,850 | $656K | Reduce -1.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.33% | 12,298 | $649K | Add +1.9% |
| SCHX Schwab US Large-Cap ETF | 0.32% | 23,790 | $640K | No change |
| MSI Motorola Solutions Inc. | 0.32% | 1,657 | $635K | Reduce -3.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.32% | 2,270 | $634K | Add +0.9% |
| ABBV Abbvie Inc. | 0.32% | 2,754 | $629K | Reduce -0.9% |
| MOAT Vaneck Morningstar Wide Moat | 0.31% | 6,030 | $625K | Reduce -0.5% |
| BAI Ishrs AI in and Tech Act ETF | 0.31% | 18,717 | $623K | Add +8.7% |
| AIQ Global X Art Intel & Tech | 0.31% | 12,191 | $620K | Add +12.7% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.31% | 13,355 | $617K | Reduce -4.5% |
| IHI iShares U.S. Medical Devices | 0.29% | 9,323 | $579K | Add +40.9% |
| THRO iShares U.S. Thematic Rotati | 0.29% | 15,019 | $579K | Add +0.1% |
| GRID First TRST Nasd Class Edg Sgiif | 0.29% | 3,776 | $578K | Add +11.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $659K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 526 | $659K | Reduce -1.3% |
Total filed on the 13F, all lines: $199.4M.
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -9.3% | 4.93% | −0.77 |
| ISHG iShares -3 Year Internationa | Reduce -85.0% | 0.13% | −0.72 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -26.2% | 1.81% | −0.54 |
| HD Home Depot Inc. | Reduce -31.0% | 0.79% | −0.53 |
| NFLX Netflix Inc. | Reduce -69.8% | 0.15% | −0.49 |
| IBIT iShares Bitcoin Trust ETF | Reduce -26.8% | 0.63% | −0.47 |
| BAM Brookfield Asset Mgmt-A | Sold out | 0.00% | −0.42 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.34 |
| JPIB JPMorgan Intl BND ETF | Sold out | 0.00% | −0.30 |
| QUAL iShares MSCI USA Quality Fac | Reduce -44.9% | 0.37% | −0.28 |
| WIP State Street SPDR Ftse Inter | Sold out | 0.00% | −0.22 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.19 |
| HOOD Robinhood Markets Inc. Class A | Reduce -4.5% | 0.59% | −0.17 |
| XBI SS SPDR S&P Biotech ETF | Reduce -67.3% | 0.12% | −0.17 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.16 |
| ETN Eaton Corp. PLC | Reduce -2.3% | 0.86% | −0.15 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.14 |
| AAPL Apple Inc. | Reduce -11.0% | 4.55% | −0.13 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.12 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.12 |
| AVB Avalonbay Communities Inc. | Sold out | 0.00% | −0.11 |
| ORCL Oracle Corp. | Reduce -1.8% | 0.24% | −0.10 |
| EOG EOG Resources Inc. | Sold out | 0.00% | −0.10 |
| IWM iShares Russell 2000 ETF | Reduce -23.4% | 0.41% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -5.5% | 0.68% | −0.10 |
| TMUS T-Mobile US Inc. | Reduce -23.8% | 0.20% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.4% | 2.91% | −0.10 |
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | −0.10 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.10 |
| TT Trane Technologies PLC | Reduce -29.2% | 0.17% | −0.09 |
| DUK Duke Energy Corp. | Reduce -29.0% | 0.19% | −0.09 |
| T AT&T Inc. | Reduce -12.2% | 0.25% | −0.07 |
| MSI Motorola Solutions Inc. | Reduce -3.4% | 0.32% | −0.07 |
| PWR Quanta Services Inc. | Reduce -10.7% | 0.81% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -5.7% | 0.50% | −0.06 |
| CRM Salesforce Inc. | Reduce -40.8% | 0.11% | −0.05 |
| EFV iShares MSCI Eafe Value ETF | Reduce -15.7% | 0.52% | −0.05 |
| MBB iShares MBS ETF | Reduce -11.6% | 0.44% | −0.05 |
| MTB M & T Bank Corp. | Reduce -23.3% | 0.18% | −0.04 |
| NVDA Nvidia Corp. | Reduce -3.4% | 2.87% | −0.04 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -20.1% | 0.16% | −0.04 |
| MCO Moody's Corp. | Reduce -17.5% | 0.33% | −0.04 |
| BDYN iShares DYN Act ETF | Reduce -14.4% | 0.25% | −0.03 |
| MDT Medtronic PLC | Reduce -15.1% | 0.23% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -5.3% | 2.72% | −0.03 |
| HELO JPMorgan Hedged Equity ETF | Reduce -19.9% | 0.16% | −0.03 |
| RSG Republic Services Inc. | Reduce -5.5% | 0.25% | −0.03 |
| SMH Vaneck Semiconductor ETF | Reduce -21.2% | 0.22% | −0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -18.0% | 0.11% | −0.03 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -14.4% | 0.22% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| IVE iShares S&P 500 Value ETF | Add +39.0% | 0.87% | +0.27 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.26% | +0.26 |
| XOM Exxon Mobil Corp. | Add +12.6% | 1.27% | +0.23 |
| FXU First Trust Utilities Alphad | New | 0.23% | +0.23 |
| BAC Bank of America Corp. | Add +163.4% | 0.34% | +0.22 |
| JNJ Johnson & Johnson | Add +4.3% | 1.27% | +0.20 |
| HON Honeywell International Inc. | New | 0.19% | +0.19 |
| SHEL Shell PLC-ADR | New | 0.18% | +0.18 |
| AVEM Avantis Emerging Markets Eq | New | 0.17% | +0.17 |
| LLY Eli Lilly & Co. | Add +0.3% | 0.52% | +0.16 |
| SGOL Abrdn Physical Gold Shares | Add +24.6% | 0.54% | +0.16 |
| DHR Danaher Corp. | Add +12.7% | 0.61% | +0.15 |
| CVX Chevron Corp. | Add +18.4% | 0.90% | +0.14 |
| ALB Albemarle Corp. | New | 0.14% | +0.14 |
| TSLA Tesla Inc. | Add +23.1% | 0.64% | +0.14 |
| MO Altria Group Inc. | Add +46.0% | 0.59% | +0.14 |
| SGOV iShares 0-3 Month Treasury B | New | 0.14% | +0.14 |
| LQDA Liquidia Corp. | New | 0.13% | +0.13 |
| AMGN Amgen Inc. | Add +16.4% | 0.45% | +0.12 |
| CPA Copa Holdings SA Class A | New | 0.12% | +0.12 |
| WY Weyerhaeuser Co. | New | 0.12% | +0.12 |
| BMY Bristol-Myers Squibb Co. | New | 0.12% | +0.12 |
| SPYH Neos S&P 500 HDG Eq Inc. ETF | New | 0.11% | +0.11 |
| CLIP Global X 1-3 Month T-Bill | Add +33.5% | 0.40% | +0.11 |
| PFG Principal Financial Group | New | 0.11% | +0.11 |
| IEUR iShares Core MSCI Europe ETF | New | 0.11% | +0.11 |
| MU Micron Technology Inc. | New | 0.10% | +0.10 |
| KO The Coca-Cola Co. | New | 0.10% | +0.10 |
| VIG Vanguard Dividend Apprec ETF | Add +0.4% | 2.38% | +0.10 |
| IHI iShares U.S. Medical Devices | Add +40.9% | 0.29% | +0.10 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +29.9% | 0.33% | +0.09 |
| RYLD Global X Russell 2000 Cov Class | Add +22.6% | 0.38% | +0.08 |
| SCHY Schwab International DVD ETF | Add +39.8% | 0.24% | +0.08 |
| SDIV Global X Superdividend ETF | Add +23.6% | 0.38% | +0.08 |
| BPRE Bluerock Private Real Estate | New | 0.08% | +0.08 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +9.7% | 0.60% | +0.08 |
| SPYI Neos S&P 500 High Income ETF | Add +18.5% | 0.43% | +0.08 |
| SPHQ Invesco S&P 500 Quality ETF | Add +3.3% | 1.01% | +0.08 |
| SPMO Invesco S&P 500 Momentum ETF | Add +53.8% | 0.21% | +0.07 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +3.7% | 0.91% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +56.8% | 0.19% | +0.07 |
| INTC Intel Corp. | Add +33.2% | 0.22% | +0.07 |
| PYLD PIMCO Multisector Bond Actv | Add +13.3% | 0.54% | +0.07 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +11.8% | 0.45% | +0.07 |
| PFF iShares Preferred & Income S | Add +21.2% | 0.40% | +0.07 |
| AVGO Broadcom Inc. | Add +1.1% | 0.88% | +0.07 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +9.2% | 0.67% | +0.06 |
| IBM Intl Business Machines Corp. | Add +21.3% | 0.25% | +0.06 |
| IVW iShares S&P 500 Growth ETF | Add +2.5% | 0.84% | +0.05 |
| IJR iShares Core S&P Small-Cap E | Add +4.3% | 0.74% | +0.05 |
Notes & Other Activity Q3 2025 → Q4 2025
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -1.3% | 526 | $659K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 307 | $357.0M | GOOGL, NVDA, AAPL, MSFT, BRK.B |
| Q1 2026 | 255 | $273.8M | GOOGL, NVDA, MSFT, AAPL, BRK.B |
| Q4 2025 | 215 | $198.8M | MSFT, AAPL, BRK.B, NVDA, JPM |
| Q3 2025 | 206 | $203.1M | MSFT, AAPL, BRK.B, NVDA, JPM |
| Q2 2025 | 185 | $181.5M | MSFT, AAPL, JPM, BRK.B, NVDA |
| Q1 2025 | 180 | $165.9M | AAPL, MSFT, BRK.B, JPM, SPY |
| Q4 2024 | 174 | $169.2M | AAPL, MSFT, BRK.B, JPM, NVDA |
| Q3 2024 | 176 | $170.2M | MSFT, AAPL, BRK.B, JPM, NVDA |
| Q2 2024 | 171 | $160.1M | MSFT, AAPL, NVDA, JPM, BRK.B |
| Q1 2024 | 188 | $186.1M | MSFT, AAPL, IWD, VIG, IVV |